Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • Western Michigan University, Bachelors of Business Administration - 1979

Previous experience

  • Wells Fargo Advisors Financial Network, LLC, 2015-2017
  • Fifth Third Securities, Inc., 2009-2015

Community participation

1. Gull Lake Rotary Club

2. Gull Lake Yacht Club

3. Grace Spring Church

Interests

1. Snow Skiing

2. Sailing

3. Playing music with friends